Talent.com
Home Equity Specialist
Home Equity SpecialistGoodLeap • Plano, TX, US
Home Equity Specialist

Home Equity Specialist

GoodLeap • Plano, TX, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

About GoodLeap :

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

The Home Equity Specialist is responsible for originating high-quality home equity line of credit (HELOC) loans by effectively communicating with customers, gathering documentation, evaluating applications, and closing approved loans.

Essential Job Duties & Responsibilities :

  • Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities
  • Prospect for new HELOC customers through inbound call campaigns
  • Educate customers on HELOC products and eligibility requirements
  • Gather financial documents and process loan applications
  • Evaluate applications based on credit worthiness, income verification, asset valuation, etc.
  • Present completed packages for underwriting approval
  • Coordinate closings with settlement agents and title companies
  • Ensure compliance with all applicable lending laws and regulations
  • Participate in continued education and training as required;
  • Perform other duties as assigned

Required Skills, Knowledge & Abilities :

  • 2+ years of experience as a loan officer, preferably with HELOC expertise
  • Bachelor's degree in finance, business or related field preferred
  • Strong communication, sales, and relationship building skills
  • Proficiency with loan origination / processing software systems
  • Knowledge of lending guidelines, laws and regulations
  • Ability to multi-task and prioritize in a fast-paced environment
  • Detail-oriented with strong documentation and problem-solving abilities
  • Compensation :   $28.85 per hour plus bonus

    Additional Information Regarding Job Duties and Job Descriptions :

    Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position / department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

    If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!  Apply today!

    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

    serp_jobs.job_alerts.create_a_job

    Equity Specialist • Plano, TX, US

    Job_description.internal_linking.related_jobs
    Asset Management Analyst

    Asset Management Analyst

    NorthMarq • Dallas, TX, United States
    serp_jobs.job_card.full_time
    At Northmarq, you can be part of something special.Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, inve...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Asset Manager - Dallas, TX

    Asset Manager - Dallas, TX

    BH Properties • Dallas, TX, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    ASSET MANAGER ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    CRE Portfolio Manager

    CRE Portfolio Manager

    Hancock Whitney • Plano, TX, United States
    serp_jobs.job_card.full_time
    Thank you for your interest in our company! To apply, click on the button above.You will be required to create an account (or sign in with an existing account). Your account will provide you access ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Accounting Manager, Home Health & Hospice

    Financial Accounting Manager, Home Health & Hospice

    Cantex Continuing Care Network • Addison, TX, United States
    serp_jobs.job_card.full_time
    TheraCare Home Health - Dallas - Addision, TX.The Financial Accounting Manager - HCBS is responsible for overseeing the financial operations, reporting, and compliance of the organization's Home an...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Specialized Tax Services - Energy Incentives & Credits Manager

    Specialized Tax Services - Energy Incentives & Credits Manager

    PwC • Dallas, TX, United States
    serp_jobs.job_card.full_time
    At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Strategist

    Wealth Strategist

    Busey Bank • Dallas, TX, United States
    serp_jobs.job_card.full_time
    The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor sophisticated, str...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Physical Therapist, Home Health PRN

    Physical Therapist, Home Health PRN

    AccentCare • McKinney, TX, United States
    serp_jobs.job_card.full_time
    Wylie, Sachse, Murphy, Rowlett.Find Your Passion and Purpose as a Physical Therapist.Rates above are based on estimated annual compensation. Offer Based on Years of Experience.Reimagine Your Career ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Home Inspector

    Home Inspector

    House Buyers of America • Dallas, TX, US
    serp_jobs.job_card.full_time
    The Home Inspector is responsible for performing due diligence inspections on any properties acquired by House Buyers of America. Inspectors will also assist with construction and settlement tasks t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Asset Manager

    Asset Manager

    The Quest Organization • Allen, Texas, United States
    serp_jobs.job_card.full_time
    A private real estate investment and management firm is seeking an Asset Manager to oversee a portfolio of owned multifamily assets. This role is responsible for driving operational performance, enh...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • McKinney, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Asset Management Analyst - Multifamily

    Asset Management Analyst - Multifamily

    Blayze Group • Dallas, TX, US
    serp_jobs.job_card.full_time
    Asset Management Analyst – Multifamily (Confidential Search).Company : Confidential Real Estate Investment & Development Firm. Experience : 1–3 Years | Full-Time.A Dallas-based real es...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Dallas, TX,
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Maverick Trading — Equity & Options Trader (Remote).Maverick Trading is seeking motivated and disciplined individuals who want to become professional. We are not a challenge firm — no demo chal...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Analyst, Equity

    Senior Analyst, Equity

    Bellwether • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies thro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Asset & Wealth Management, Global Wealth Management COO Team, Associate - Dallas

    Asset & Wealth Management, Global Wealth Management COO Team, Associate - Dallas

    The Goldman Sachs Group • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Analysts / Associates on the Wealth Management COO Team have a unique opportunity to work directly with Global Leadership on the development and implementation of strategic and tactical initiatives t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior CRE Portfolio Manager & Credit Strategist

    Senior CRE Portfolio Manager & Credit Strategist

    Associated Bank • Dallas, TX, United States
    serp_jobs.job_card.full_time
    A financial institution in Dallas is seeking a Commercial Real Estate Portfolio Manager to manage client relationships and oversee portfolio health. Responsibilities include underwriting loans, moni...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Managed Services Alternative Assets

    Tax Managed Services Alternative Assets

    IQ-EQ • Dallas, TX, United States
    serp_jobs.job_card.full_time
    We are seeking an accomplished Director to join our Tax Managed services team.This individual will play a strategic leadership role in serving private equity and alternative investment clients.The ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • McKinney, TX
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Asset Management Analyst

    Asset Management Analyst

    RREAF Holdings • Dallas, TX, US
    serp_jobs.job_card.full_time
    We are a vertically integrated real estate investment, development, and management firm focused on the acquisition and repositioning of value-add multifamily communities across the United States.Wi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted